Our Mission

At FLC Capital Advisors, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company's.

Our independence and objectivity allows us to provide our clients with the commitment that they deserve.

Our mission is to bring Intelligence, Integrity, and truly Individualized value added investment management and advice to affluent investors putting the clients first and to disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor client’s assets, unlike the typical advisors “one size fits all” management approach. Our investment goals are to consistently achieve reasonable returns on investments over time, based on an investment policy statement and plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and successors of the investor.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

FLC Capital Advisors is a Registered Investment Advisory Firm. Securities offered through Securities America, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Max Briggs, Daniel Neil, and Dan Brush, Representatives. FLC Capital Advisors and Securities America are not affiliated. Securities America does not provide tax or legal advice. Please consult a tax or legal professional for answers to specific questions. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Max Briggs, CA Insurance Lic #0B85518 Daniel Neil, CA Insurance Lic #0D54831 Dan Brush, CA Insurance Lic #0C94524ADV PART II | PRIVACY POLICY | OUR CUSTODIAN